Commercial Broker Program

Mr. Mentor's Commercial Broker Program is skill building and will and boost your confidence and outcomes in the industry.

This lesson C3. Understanding Financials is part of Mr Mentor's Commercial Broker Program which provides a comprehensive exploration of the lending landscape.

Delivered as a recording of the live tutorial, it is supported by the Student Guide, tools, resources, and an assessment.

By the end of this lesson, you will have a strong understanding of core lending products, policies, and strategies needed to structure effective loan solutions for your clients.

Topics covered include:

Understanding what documentation you require to establish servicing
Understanding line items in financials
The difference between cash flow and profit and loss
Trends from a given set of financials

Format

Recorded tutorial

Starting date

Self-paced

Instructors

Lisa Tarleton

Duration

Access for three months

Support

Tutorial recording.

Student guide.

Tools and resources.

Assessment.

Price

$330

Benefits of the program

  • Comprehensive student guides for each lesson.
  • Recorded tutorials for self-paced learning and revision
  • Designed to deliver practical and measurable outcomes.
  • Access to an extensive downloadable resource library.
  • MFAA & FBAA approved. CPD hours allocated.
  • Ongoing Continual Professional Development webinars.

Course activities and resources

Richele Janjatovic

Having worked in the commercial banking industry for over 17 years, Richele supports self-employed clients with all of their finance needs.

As an industry expert, Richele combines a deep knowledge of the financial landscape with a customer-centric approach, ensuring her clients receive the highest level of personalised service and support.

Outside of work,  Richele subscribes to life long learning by listening to podcasts, reading and challenging myself through the MBA program at Melbourne Business School.
as an investor, she has a focus on achieving financial freedom and volunteers as a Company Monitor at the Australian Shareholders' Association. 

Lisa Tarleton

With a wealth of experience garnered over years in the banking industry, Lisa's tenure has equipped her with invaluable insights and expertise.
Proficient in various facets of banking, including Commercial Lending, Banking Operations, Credit Analysis, SME Banking, and Commercial Banking, Lisa stands as a seasoned professional.

Her academic background includes a Bachelor of Commerce (BCom) with a specialization in Business/Commerce from Deakin University, further enhancing her skill set.

Beyond her professional endeavors, Lisa is a committed lifelong learner, an adept cook, and finds joy in fostering relationships within her growing extended family, cherishing moments with her three grandchildren.